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发帖数: 16371 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: Intel Q2 Conf Call: Pleased with Ultrabook Progress
发信站: BBS 未名空间站 (Tue Jul 17 17:10:07 2012, 美东)
Tue, 17 Jul 2012 21:06:33
By Tiernan Ray
Following an Intel (INTC) report of Q2 revenue in line with expectations and
better-than-expected EPS, a lower-than-expected Q3 revenue view, and a cut
in the company's year outlook, management, including CEO Paul Otellini and
CFO Stacy Smith held a conference call with analysts.
Otellini said business in the quarter played out more or less as expected "
against a backdrop of mixed macroeconomic conditions." Otellini said the
company's shift of its 22-nanometer chips is ahead of the production rate
the company had at 32 nanometer features. "Ultrabook" computers have been
meeting the company's expectations and the company is pleased with the ramp
in sales so far, said Otellini. "We are very comfortable that we will see $
699 systems at retail this fall." The company is tracking 140 designs based
on its "Ivy Bridge" processors.
"We are also tracking over 20 Windows-8 tablet designs," he said.
The company's Data Center Group revenue rose more than 15%, year over year,
Otellini said, with high-performance computing being one of the fastest-
growing segments.
Consumer PC growth in Western Europe and North America will not recover as
quickly as expected, said Otellini.
"Our results in the second quarter demonstrate that having a deep and long
established presence in every geography are important in every environment,
but especially now in the mixed market we are experiencing."
Smith said enterprise and emerging market strength was somewhat offset by
slowness in mature markets. Inventory levels across the supply chain are "
being managed below historical averages" because of macroeconomic conditions
and ahead of the introduction of Window 8, he said.
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